+161.1%
VEA vs GAP
+31.2%
+129.8%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +2.9% | -1.8% | +0.7% |
| 7D | -1.5% | -4.1% | +2.7% | -0.9% |
| 30D | -0.8% | +6.2% | -7.1% | -1.8% |
| 3M | +2.5% | -0.7% | +3.2% | +2.2% |
| 6M | +11.1% | -7.1% | +18.3% | +11.4% |
| YTD | +17.2% | -14.1% | +31.2% | +18.3% |
| 1Y | +24.5% | -8.5% | +33.0% | +24.2% |
| 3Y | +75.4% | +115.4% | -39.9% | +47.5% |
| 5Y | +61.1% | +9.8% | +51.3% | +43.4% |
| All | +161.1% | +31.2% | +129.8% | +101.0% |
Cumulative growth
Daily Returns
Daily percentage return beside GAP.
Daily Out/Under-Performance
Portfolio return minus GAP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GAP return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded GAP wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling